Associate Wealth Adviser
My favourite activity is…doing anything music related. This primarily includes listening to tunes and seeing live bands. I have a ridiculously large CD and record collection!
I really appreciate… being around nature. I find it very relaxing to go bush walking in national parks or spending time on a secluded beach.
I would love to… continue by obsession with traveling. I have already been lucky enough to explore most of Europe and South East Asia. My next dream trip would be Scandinavia!
Now on a professional note…
At the start of 2015 Sarah made the move from Sydney to Melbourne and joined Experience Wealth as an Associate Adviser. Since then have she also become Experience Wealth’s Lending Specialist, playing a key role in developing our in house Mortgage Broking Solution.
In addition to mortgage broking, Sarah also works with the Senior Wealth Advisers on compliance, strategy, research and implementation of our clients Wealth Plans.
- Bachelor of Economics (Macquarie University)
- Diploma of Financial Planning
- Diploma in Finance and Mortgage Broking
- MFAA Accredited Finance Broker